Mobile: Working with folders
In this article, we'll explore how to efficiently manage your documents on the go. Read on to learn how to create, move, search and delete folders using our client mobile app.
Covered here:
Creating folders
To manage your documents more easily, organize them by placing them inside folders.
To create a folder:
1. Go to the Documents section and tap the Folders tab.
2. Open any folder without an eye icon. That means that you can create and edit folders and files there.
3. Tap the Create folder button, enter the folder's name and tap Create.
You can now select the new folder and upload documents to it.
Moving documents and folders
You can move any documents and folders stored in TaxDome to any folder:
- Go to Documents, tap the three dots at the top right inside the document or folder you want to move, then tap Move.
- Navigate to the desired folder, then tap Move.
Alternatively, you can long-tap any document inside any folder without an eye icon, then tap Move.
Searching for a folder
To search for a folder, click on the magnifying glass icon and type all or part of the folder's name into the search field. The folder list will be refined to match your search.
To clear the search, click on the X icon to the right of the search field.
Deleting folders
To remove a folder permanently:
1. Tap the three dots to the right of the folder, then tap Delete.
2. Tap Yes, delete in the confirmation pop-up.
Warning: all of the documents contained in the folder will be deleted too.
Alternatively, you can long-tap any folder inside any folder without an eye icon and then tap Delete.